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Salesforce

Name Holding Trade Value Shares
Change
Change in
Stake
AC
2226
Avory & Company
Florida
$257K -$61K -228 -19%
MMC
2227
Mizuho Markets Cayman
Cayman Islands
$255K -$241K -900 -48%
OHWA
2228
Oak Hill Wealth Advisors
Virginia
$255K +$265K +992 New
Kayne Anderson Rudnick Investment Management
2229
Kayne Anderson Rudnick Investment Management
California
$255K +$3.48K +13 +1%
FWM
2230
Forza Wealth Management
Florida
$254K +$17.1K +64 +7%
FG
2231
Foster Group
Iowa
$254K +$1.07K +4 +0.4%
BWA
2232
BlueChip Wealth Advisors
Georgia
$254K +$264K +986 New
AHL
2233
Abel Hall LLC
Louisiana
$253K -$4.28K -16 -2%
EP
2234
EPIQ Partners
Minnesota
$252K
PFG
2235
Prosperity Financial Group
California
$251K -$23K -86 -8%
BFS
2236
Burkett Financial Services
South Carolina
$251K -$13.1K -49 -5%
TSMHT
2237
Thurston Springer Miller Herd & Titak
Indiana
$251K +$261K +977 New
SWG
2238
Summit Wealth Group
Vermont
$251K +$2.94K +11 +1%
AAMA
2239
Advanced Asset Management Advisors
Ohio
$251K +$60.2K +225 +30%
PCM
2240
Princeton Capital Management
New Jersey
$250K -$60.2K -225 -19%
C
2241
Covestor
United Kingdom
$249K +$4.55K +17 +2%
RWA
2242
Redhawk Wealth Advisors
Minnesota
$248K -$45.8K -171 -15%
CIA
2243
Cladis Investment Advisory
Montana
$248K +$13.4K +50 +5%
ZIC
2244
ZWJ Investment Counsel
Georgia
$248K -$11.2K -42 -4%
CG
2245
Clifford Group
Massachusetts
$246K
DWM
2246
Destination Wealth Management
California
$246K +$43.6K +163 +21%
GSIS
2247
Global Strategic Investment Solutions
Arizona
$246K -$38.3K -143 -13%
SFP
2248
Sweet Financial Partners
Minnesota
$245K -$18.5K -69 -7%
IFPG
2249
Intrepid Financial Planning Group
Indiana
$245K +$1.34K +5 +0.5%
OBWG
2250
Onyx Bridge Wealth Group
New York
$244K +$5.62K +21 +2%